In his role as Director of Investment Research, Shawn oversees the firm’s screening, due diligence, and monitoring of public investments. He has developed proprietary tools to advance the firm’s investment management process. In addition to his research responsibilities, Shawn is a portfolio manager on the Soltis Equity Income Stock portfolio, Soltis Hedged Equity portfolio, SIA Risk-based Institutional CIT models, among others. He is a member of the firm’s Investment Committee, Asset Allocation Committee, and Compliance Committee. Shawn has over 11 years of investment experience and joined Soltis in January of 2013.

 Shawn holds a Master of Business Administration with an emphasis in Finance from the University of Colorado Boulder. His graduate studies included investment management and corporate and entrepreneurial finance. Shawn earned his bachelor’s degree from Weber State University where he played QB for the Wildcats. Shawn is a Chartered Financial Analyst®.

 Shawn enjoys spending time with his wife AnnaMarie and their seven children. He also enjoys seeing the world and experiencing other cultures, road biking, fly-fishing, coaching his children’s teams, and playing most any sport.